Sun Life Financial Inc
SLF- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0001097362
No open-market purchases or sales by Sun Life Financial Inc insiders were filed in the last 90 days; 493 institutions reported holding it in 13F filings for Q2 2026, worth $20.0B in total; Maverick Capital is the only superinvestor holding it.
13F holders, Q2 2025
Institutional positions in Sun Life Financial Inc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 447
- +34 vs. Q1 2025
- Shares held
- 265.8M
- +3.06M (+1.2%) vs. Q1 2025
- Total value
- $17.7B
- +$2.60B (+17.3%) vs. Q1 2025
- New holders
- 64
- 150 more added
- Sold out
- 30
- 133 more reduced
8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SLF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 493 | $20.0B |
| Q1 2026 | 451 | $15.6B |
| Q4 2025 | 440 | $15.8B |
| Q3 2025 | 432 | $15.1B |
| Q2 2025 | 447 | $17.7B |
| Q1 2025 | 421 | $15.1B |
| Q4 2024 | 441 | $15.7B |
| Q3 2024 | 422 | $15.8B |
| Q2 2024 | 396 | $13.2B |
| Q1 2024 | 419 | $15.0B |
| Q4 2023 | 398 | $14.3B |
| Q3 2023 | 379 | $13.2B |
| Q2 2023 | 382 | $14.5B |
| Q1 2023 | 381 | $12.8B |
| Q4 2022 | 363 | $12.8B |
| Q3 2022 | 352 | $11.0B |
| Q2 2022 | 352 | $13.1B |
| Q1 2022 | 351 | $15.7B |
| Q4 2021 | 352 | $15.7B |
| Q3 2021 | 325 | $14.8B |
| Q2 2021 | 323 | $14.5B |
| Q1 2021 | 345 | $13.9B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Sun Life Financial Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lansforsakringar Fondforvaltning AB (publ) | 123,848 | $8.22M | 0.05% | −5,363−4.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 116,274 | $7.74M | 2.02% | +349+0.3% | Added |
| Qube Research & Technologies Ltd | 113,934 | $7.59M | 0.01% | −6,800−5.6% | Reduced |
| Lighthouse Investment Partners, LLC | 113,621 | $7.56M | 0.33% | +86,779+323.3% | Added |
| Macquarie Group Ltd | 77,428 | $6.96M | 0.01% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 75,216 | $6.82M | 0.26% | −5,200−6.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 98,103 | $6.53M | 0.04% | −4,949−4.8% | Reduced |
| Quantinno Capital Management LP | 93,754 | $6.23M | 0.03% | +12,599+15.5% | Added |
| Susquehanna Fundamental Investments, LLC | 93,100 | $6.19M | 0.17% | −44,500−32.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 88,970 | $5.91M | 0.03% | +8,945+11.2% | Added |
| Burney Co | 87,044 | $5.78M | 0.20% | −100.0% | Reduced |
| Bessemer Group Inc | 83,450 | $5.54M | 0.01% | +13,172+18.7% | Added |
| SIG North Trading, ULC | 82,713 | $5.50M | 1.20% | −114,721−58.1% | Reduced |
| USS Investment Management Ltd | 74,027 | $4.92M | 0.03% | 00.0% | Unchanged |
| Meritage Portfolio Management | 73,603 | $4.89M | 0.31% | −1,746−2.3% | Reduced |
| Renaissance Technologies LLC | 73,600 | $4.89M | 0.01% | +40,700+123.7% | Added |
| Swiss Life Asset Management Ltd | 72,268 | $4.81M | 0.03% | −1,728−2.3% | Reduced |
| Two Sigma Advisers, LP | 72,132 | $4.79M | 0.01% | −63,400−46.8% | Reduced |
| Motco | 74,841 | $4.57M | 0.44% | −2,367−3.1% | Reduced |
| Raymond James Financial Inc | 67,812 | $4.51M | 0.00% | +2,538+3.9% | Added |
| Creative Planning | 67,462 | $4.48M | 0.00% | +7,306+12.1% | Added |
| Janus Henderson Group PLC | 67,611 | $4.48M | 0.00% | −7,087−9.5% | Reduced |
| Stifel Financial Corp | 66,675 | $4.43M | 0.00% | +117+0.2% | Added |
| Utah Retirement Systems | 64,683 | $4.30M | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 64,370 | $4.28M | 0.01% | +1,514+2.4% | Added |
| Erste Asset Management GmbH | 34,093 | $4.20M | 0.04% | +5,693+20.0% | Added |
| Ontario Teachers Pension Plan Board | 61,113 | $4.07M | 0.08% | +17,799+41.1% | Added |
| Symphony Financial, Ltd. Co. | 62,477 | $4.04M | 0.53% | +62,477 | New |
| Jarislowsky, Fraser Ltd | 58,750 | $3.90M | 0.02% | +195+0.3% | Added |
| Commonwealth Equity Services, LLC | 56,743 | $3.77M | 0.00% | −1,253−2.2% | Reduced |
| Generali Asset Management SPA SGR | 41,013 | $3.72M | 0.08% | −9,715−19.2% | Reduced |
| LPL Financial LLC | 54,648 | $3.63M | 0.00% | +5,375+10.9% | Added |
| Triasima Portfolio Management inc. | 54,630 | $3.63M | 0.66% | −15,400−22.0% | Reduced |
| Maryland State Retirement & Pension System | 53,916 | $3.59M | 0.08% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 53,754 | $3.58M | 0.08% | +554+1.0% | Added |
| Natixis Advisors, L.P. | 52,038 | $3.46M | 0.01% | +3,827+7.9% | Added |
| Mariner, LLC | 50,132 | $3.33M | 0.00% | +10,946+27.9% | Added |
| Ninepoint Partners LP | 48,653 | $3.23M | 0.63% | −14,272−22.7% | Reduced |
| Alliancebernstein L.P. | 46,023 | $3.06M | 0.00% | +2,591+6.0% | Added |
| Avanza Fonder AB | 32,616 | $2.96M | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 44,494 | $2.95M | 0.01% | −13,452−23.2% | Reduced |
| Kraematon Investment Advisors, Inc | 42,777 | $2.84M | 2.68% | −317−0.7% | Reduced |
| Clearbridge Investments, LLC | 41,757 | $2.77M | 0.00% | −293−0.7% | Reduced |
| Gold Investment Management Ltd. | 40,951 | $2.72M | 1.03% | +245+0.6% | Added |
| State Street Corp | 39,509 | $2.63M | 0.00% | −7,019−15.1% | Reduced |
| Ensign Peak Advisors, Inc | 38,500 | $2.56M | 0.00% | −1,600−4.0% | Reduced |
| Metis Global Partners, LLC | 38,183 | $2.54M | 0.07% | +2,356+6.6% | Added |
| Vident Advisory, LLC | 37,941 | $2.52M | 0.03% | +2,454+6.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 37,446 | $2.49M | 0.07% | −698−1.8% | Reduced |
| Shell Asset Management Co | 36,672 | $2.44M | 0.08% | +19,600+114.8% | Added |
| Westerkirk Capital Inc. | 35,060 | $2.33M | 0.29% | +35,060 | New |
| Quadrant Capital Group LLC | 34,918 | $2.32M | 0.08% | +1,087+3.2% | Added |
| Cumberland Partners Ltd | 34,686 | $2.30M | 0.16% | +3,770+12.2% | Added |
| Cardinal Point Capital Management, ULC | 34,469 | $2.29M | 0.18% | −708−2.0% | Reduced |
| PCJ Investment Counsel Ltd. | 34,290 | $2.28M | 0.78% | +34,290 | New |
| Investment Management Corp of Ontario | 34,297 | $2.28M | 0.03% | −2,400−6.5% | Reduced |
| V-Square Quantitative Management LLC | 24,866 | $2.25M | 0.30% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 32,714 | $2.18M | 0.00% | +32,714 | New |
| JustInvest LLC | 30,441 | $2.02M | 0.02% | +5,231+20.7% | Added |
| M&T Bank Corp | 29,752 | $1.98M | 0.01% | −80.0% | Reduced |
| Gulf International Bank (UK) Ltd | 29,186 | $1.94M | 0.07% | −4,371−13.0% | Reduced |
| M&G Plc | 28,740 | $1.92M | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 27,701 | $1.84M | 0.03% | +829+3.1% | Added |
| Cidel Asset Management Inc | 27,066 | $1.80M | 0.11% | +366+1.4% | Added |
| Barclays PLC | 26,633 | $1.77M | 0.00% | +8,369+45.8% | Added |
| Pathway Financial Advisers, LLC | 26,582 | $1.77M | 0.57% | −400−1.5% | Reduced |
| Assenagon Asset Management S.A. | 26,488 | $1.76M | 0.00% | −1,094−4.0% | Reduced |
| Acadian Asset Management LLC | 26,300 | $1.74M | 0.00% | −74,700−74.0% | Reduced |
| Principal Financial Group Inc | 25,533 | $1.70M | 0.00% | −1,000−3.8% | Reduced |
| Aigen Investment Management, LP | 18,537 | $1.68M | 0.23% | −3,685−16.6% | Reduced |
| Cerity Partners LLC | 25,231 | $1.68M | 0.00% | +342+1.4% | Added |
| Capital World Investors | 24,728 | $1.65M | 0.00% | 00.0% | Unchanged |
| Prudential PLC | 24,619 | $1.64M | 0.01% | −3,032−11.0% | Reduced |
| Envestnet Asset Management Inc | 24,472 | $1.63M | 0.00% | +2,613+12.0% | Added |
| Intech Investment Management LLC | 23,762 | $1.58M | 0.01% | +6,336+36.4% | Added |
| Northwestern Mutual Wealth Management Co | 22,823 | $1.52M | 0.00% | −3,046−11.8% | Reduced |
| Gluskin Sheff & Assoc Inc | 22,458 | $1.49M | 0.18% | −28,123−55.6% | Reduced |
| ASR Vermogensbeheer N.V. | 22,416 | $1.49M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,102 | $1.47M | 0.00% | +6,783+44.3% | Added |
| Mason & Associates Inc | 22,000 | $1.46M | 0.34% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,915 | $1.46M | 0.00% | +6,948+46.4% | Added |
| Wells Fargo & Company | 21,878 | $1.45M | 0.00% | −1,197−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 21,378 | $1.42M | 0.00% | +3,080+16.8% | Added |
| ExodusPoint Capital Management, LP | 20,726 | $1.38M | 0.02% | +20,726 | New |
| Wetherby Asset Management Inc | 20,700 | $1.38M | 0.06% | +20,700 | New |
| Ameriprise Financial Inc | 15,930 | $1.36M | 0.00% | −8,728−35.4% | Reduced |
| Captrust Financial Advisors | 20,493 | $1.36M | 0.00% | −7,313−26.3% | Reduced |
| HAP Trading, LLC | 15,000 | $1.36M | 0.59% | −8,000−34.8% | Reduced |
| Kestra Advisory Services, LLC | 20,257 | $1.35M | 0.01% | +933+4.8% | Added |
| Hilltop National Bank | 20,239 | $1.34M | 0.35% | +20,239 | New |
| SEI Investments Co | 19,962 | $1.33M | 0.00% | +379+1.9% | Added |
| Advisory Resource Group | 19,403 | $1.29M | 0.25% | −443−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 19,318 | $1.28M | 0.01% | +8,065+71.7% | Added |
| Truist Financial Corp | 19,196 | $1.28M | 0.00% | +324+1.7% | Added |
| HighTower Advisors, LLC | 18,690 | $1.24M | 0.00% | −46−0.2% | Reduced |
| HBK Sorce Advisory LLC | 18,227 | $1.21M | 0.03% | +17+0.1% | Added |
| Brinker Capital Investments, LLC | 17,476 | $1.16M | 0.01% | +5,994+52.2% | Added |
| Tyler-Stone Wealth Management | 17,454 | $1.16M | 0.19% | 00.0% | Unchanged |
| AQR Capital Management LLC | 17,449 | $1.16M | 0.00% | +9,427+117.5% | Added |
| CI Private Wealth, LLC | 15,745 | $1.05M | 0.00% | +338+2.2% | Added |